Filed February 27, 2023 (most recent of 5 filings on file)
Total covered: 4 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,071 | $69,207+255.6% | $64,056+284.2% | $139,434+76.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 45.88%-32.6pp | 33.69%-20.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $12,740 | $3,182+300.4% | $2,747+363.9% | $4,751+168.2% |
| Participant deferral / active EE | $5,804 | $4,682+24.0% | $3,880+49.6% | $6,710-13.5% |
| Admin fee / account holder | $19,620 | $4,244+362.3% | $3,068+539.5% | $11,403+72.1% |